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North American Morning Briefing: Stock Futures Fall As China's DeepSeek Spurs AI Selloff

Dow Jones01-27

Brown & Brown Inc $(BRO)$ is expected to report $0.65 for 4Q.

CSB Bancorp Inc (CSBB) is expected to report for 4Q.

Citizens Community Bancorp Inc (CZWI) is expected to report $0.27 for 4Q.

Crane Co $(CR)$ is expected to report $1.23 for 4Q.

Dynex Capital Inc $(DX)$ is expected to report $0.14 for 4Q.

Enterprise Financial Services Corp $(EFSC)$ is expected to report $1.18 for 4Q.

Equity Lifestyle Properties Inc $(ELS)$ is expected to report $0.48 for 4Q.

Five Star Bancorp (FSBC) is expected to report $0.57 for 4Q.

Graco Inc $(GGG)$ is expected to report $0.77 for 4Q.

Hawthorn Bancshares (HWBK) is expected to report for 4Q.

Heartland Financial USA Inc $(HTLF)$ is expected to report $1.06 for 4Q.

Home Bancorp Inc $(HBCP)$ is expected to report $1.11 for 4Q.

HomeStreet Inc (HMST) is expected to report $-0.21 for 4Q.

Hope Bancorp Inc $(HOPE)$ is expected to report $0.14 for 4Q.

Merchants Bancorp (MBIN) is expected to report $1.27 for 4Q.

NBT Bancorp Inc (NBTB) is expected to report $0.76 for 4Q.

Norwood Financial Corp (NWFL) is expected to report for 4Q.

Nucor Corp $(NUE)$ is expected to report $0.65 for 4Q.

Park National Corp (PRK) is expected to report $2.24 for 4Q.

Penns Woods Bancorp Inc (PWOD) is expected to report for 4Q.

PotlatchDeltic Corp $(PCH)$ is expected to report $0.00 for 4Q.

Preferred Bank Los Angeles $(PFBC)$ is expected to report $2.30 for 4Q.

Sanmina Corp $(SANM)$ is expected to report $1.08 for 1Q.

Seacoast Banking Corp of Florida (SBCF) is expected to report $0.27 for 4Q.

ServisFirst Bancshares Inc $(SFBS)$ is expected to report $1.11 for 4Q.

Sierra Bancorp $(BSRR)$ is expected to report $0.72 for 4Q.

Sofi Technologies Inc $(SOFI)$ is expected to report $0.04 for 4Q.

Southern Missouri Bancorp Inc (SMBC) is expected to report $1.26 for 2Q.

Super Micro Computer Inc $(SMCI)$ is expected to report for 2Q.

Transcat Inc (TRNS) is expected to report $0.33 for 3Q.

Virginia National Bankshares Corp $(VABK)$ is expected to report for 4Q.

WR Berkley Corp $(WRB)$ is expected to report $0.98 for 4Q.

WSFS Financial Corp $(WSFS)$ is expected to report $0.97 for 4Q.

Western Alliance Bancorp $(WAL)$ is expected to report $1.90 for 4Q.

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ANALYST RATINGS ACTIONS

Air Products & Chemicals Raised to Overweight From Equal-Weight by Barclays

American Homes 4 Rent Raised to Overweight From Equal-Weight by Morgan Stanley

AvalonBay Cut to Equal-Weight From Overweight by Morgan Stanley

Brinker International Cut to Sector Weight From Overweight by Keybanc

CBRE Group Cut to Outperform From Strong Buy by Raymond James

CF Industries Cut to Sector Underperform From Sector Perform by Scotiabank

CF Industries Cut to Underweight From Neutral by JP Morgan

Correction to Union Pacific Rating

Esquire Fincl Holdings Cut to Market Perform From Strong Buy by Raymond James

Exelixis Cut to Perform From Outperform by Oppenheimer

Freeport-McMoRan Cut to Hold From Buy by Jefferies

GE Vernova Cut to Neutral From Buy by Guggenheim

Interpublic Raised to Overweight From Equal-Weight by Barclays

Invitation Homes Cut to Equal-Weight From Overweight by Morgan Stanley

Mid-America Apartment Raised to Overweight From Equal-Weight by Morgan Stanley

Oshkosh Raised to Overweight From Sector Weight by Keybanc

PVH Corp Cut to Neutral From Overweight by JP Morgan

Steel Dynamics Raised to Buy From Hold by Jefferies

Textron Cut to Neutral From Buy by B of A Securities

Travelers Raised to Overweight From Neutral by Piper Sandler

Twilio Raised to Outperform From Neutral by Baird

This article is a text version of a Wall Street Journal newsletter published earlier today.

 

(END) Dow Jones Newswires

January 27, 2025 05:57 ET (10:57 GMT)

Copyright (c) 2025 Dow Jones & Company, Inc.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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